Van Hulzen Asset Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,300
| Closed | -$860K | – | 315 |
|
|
2022
Q1 | $860K | Buy |
+6,300
| New | +$860K | 0.09% | 123 |
|
|
2020
Q2 | – | Sell |
-5,554
| Closed | -$349K | – | 280 |
|
|
2020
Q1 | $349K | Buy |
+5,554
| New | +$349K | 0.08% | 158 |
|
|
2018
Q1 | – | Sell |
-34,905
| Closed | -$2.38M | – | 225 |
|
|
2017
Q4 | $2.38M | Sell |
34,905
-10,700
| -23% | -$728K | 0.72% | 49 |
|
|
2017
Q3 | $2.73M | Buy |
+45,605
| New | +$2.73M | 0.92% | 40 |
|
|
2015
Q4 | – | Sell |
-13,506
| Closed | -$643K | – | 156 |
|
|
2015
Q3 | $643K | Buy |
13,506
+2,595
| +24% | +$124K | 0.42% | 61 |
|
|
2015
Q2 | $511K | Sell |
10,911
-900
| -8% | -$42.2K | 0.28% | 80 |
|
|
2015
Q1 | $586K | Buy |
+11,811
| New | +$586K | 0.36% | 70 |
|